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CNBC Daily Open: Markets bet on a U.S.-Iran deal amid Hormuz blockade
Hello, this is Anniek Bao writing to you from Singapore. Welcome to another edition of CNBC’s Daily Open. The dominant story is still the Strait of Hormuz, and it’s getting more complicated by the hour. Oil has dropped below $100 per barrel on signs that diplomatic efforts for resolving the Mideast conflict are ongoing, even […]
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CNBC’s The China Connection newsletter: China’s AI glasses have something Meta doesn’t
Hi, this is Evelyn, writing to you from Beijing. Welcome to the latest edition of The China Connection — a succinct snapshot of what I’m seeing and hearing from local businesses. Today, I talk to a smart glasses exec about why price-conscious Chinese consumers are paying $100 more for AI frames. What’s his strategy for […]
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Intel’s stock is on track for a historic 9-day winning streak, up 56% over that run
The Intel logo is displayed on a sign in front of Intel headquarters on July 16, 2025 in Santa Clara, California. Justin Sullivan | Getty Images Intel was on track for a ninth-straight day of gains on Monday, up about 56% over that stretch and on track for its best run over that many days […]
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CNBC Daily Open: Trump lashes out at Iran and the Pope
US President Donald Trump attends UFC 327: Jiri Prochazka vs Carlos Ulberg at Kaseya Center in Miami, on April 11, 2026. (Photo by Julia Demaree Nikhinson / POOL / AFP via Getty Images) Julia Demaree Nikhinson | Afp | Getty Images Hello, this is Leonie Kidd writing to you from London. Welcome to another edition […]
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CNBC Daily Open: Trump goes from opening the Strait of Hormuz to blockading it
Iranian Parliament Speaker, Mohammad Bagher Ghalibaf, gestures while speaking with media in a media conference at a conference hall in the Iranian Parliament building in Tehran, Iran, on Dec. 2, 2025. Morteza Nikoubazl | Nurphoto | Getty Images Hello, this is Anniek Bao writing to you from Singapore. Welcome to another edition of CNBC’s Daily […]
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Vance, Bessent questioned tech giants on AI security before Anthropic’s Mythos release
U.S. Vice President JD Vance speaks next to U.S. Treasury Secretary Scott Bessent at the White House in Washington, D.C., U.S., Sept. 25, 2025. Kevin Lamarque | Reuters Vice President JD Vance and Treasury Secretary Scott Bessent last week questioned leading tech CEOs about the security of artificial intelligence models and how to respond to […]
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CoreWeave adds ninth top AI model provider with deal to power Anthropic’s Claude
CoreWeave announced Friday that it has entered a multi-year agreement with Anthropic to power its Claude artificial intelligence models as demand for infrastructure continues to climb. Shares of the neocloud climbed about 4% following the news. “With the addition of Anthropic, nine of the leading ten AI model providers now leverage CoreWeave’s platform, reflecting the […]
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Powell, Bessent discussed Anthropic’s Mythos AI cyber threat with major U.S. banks
Scott Bessent, Treasury Secretary (L), and Jerome Powell, chairman of the US Federal Reserve. Getty Images Federal Reserve Chairman Jerome Powell and Treasury Secretary Scott Bessent met with major U.S. bank CEOs this week to discuss the possible cyber risks raised by Anthropic’s Mythos model, CNBC confirmed Friday. The bank heads were already in Washington, […]
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Stocks making the biggest moves premarket: Lumentum, ServiceNow, Sandisk & more
Check out the companies making the biggest moves premarket: Lumentum Holdings , Coherent — Lumentum shares jumped 5% after its CEO told Bloomberg that the optical and photonic producer’s products are booked through 2027, amid the artificial intelligence buildout. Shares of Coherent, another photonics company, were up 4%. Both companies have investments from Nvidia . […]
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TSMC posts 35% jump in revenue to new record high as AI chip demand stays strong
Taiwan Semiconductor Manufacturing Company’s logo is seen in the background beside a printed circuit board. Sopa Images | Lightrocket | Getty Images Taiwan Semiconductor Manufacturing Co. on Friday posted another quarter of record revenue driven by demand for AI chips. For January to March, the world’s largest chipmaker reported revenue of 1.13 trillion new Taiwan […]
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